NaviPlan Standard Training & Support
Core module:
Asset allocation
This module will enable you to
Assess your clients’ risk tolerance and determine an appropriate asset allocation mix
- Create system-wide default asset allocation settings
- Identify the purpose and benefits of using the Asset Allocation Assessment
- Enter accounts in an Asset Allocation Assessment to capture the current asset mix
- Assign a suggested asset mix
- Compare the current and suggested asset mixes with the Asset Allocation client report
- Customize the suggested asset mix details for each goal by upgrading to a level 2 plan
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 29 minutes |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Schedule Live, Web-based session |
Contact us | 90 minutes |
| Schedule Classroom training | Contact us | 1-2 days |
| Additional Resources |
| Core Module Case Study Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning. |
